Walgreens Boots Alliance, Inc.
WBADelisted Aug 28, 2025- Industry
- Retail-Drug Stores and Proprietary Stores
- SEC CIK
- 0001618921
Walgreens Boots Alliance, Inc. was delisted on Aug 28, 2025; its insiders filed their last Form 4 on Aug 28, 2025; 808 institutions reported holding it in 13F filings for Q2 2025, worth $6.26B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Walgreens Boots Alliance, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,072
- +39 vs. Q3 2023
- Shares held
- 506.1M
- +13.2M (+2.7%) vs. Q3 2023
- Total value
- $13.2B
- +$2.20B (+20.0%) vs. Q3 2023
- New holders
- 157
- 314 more added
- Sold out
- 118
- 482 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WBA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 31 | $30.1K |
| Q1 2026 | 33 | $825.2K |
| Q4 2025 | 36 | $2.81M |
| Q3 2025 | 45 | $6.27M |
| Q2 2025 | 808 | $6.26B |
| Q1 2025 | 852 | $6.01B |
| Q4 2024 | 882 | $5.02B |
| Q3 2024 | 880 | $4.63B |
| Q2 2024 | 934 | $6.29B |
| Q1 2024 | 994 | $11.1B |
| Q4 2023 | 1,072 | $13.2B |
| Q3 2023 | 1,047 | $11.0B |
| Q2 2023 | 1,149 | $14.4B |
| Q1 2023 | 1,239 | $17.5B |
| Q4 2022 | 1,277 | $18.8B |
| Q3 2022 | 1,181 | $15.5B |
| Q2 2022 | 1,291 | $19.0B |
| Q1 2022 | 1,312 | $22.4B |
| Q4 2021 | 1,365 | $25.8B |
| Q3 2021 | 1,235 | $23.0B |
| Q2 2021 | 1,279 | $25.5B |
| Q1 2021 | 1,291 | $27.0B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Finer Wealth Management, Inc. | 8,488 | $221.6K | 0.17% | −1,714−16.8% | Reduced |
| Ausdal Financial Partners, Inc. | 8,506 | $222.1K | 0.03% | −617−6.8% | Reduced |
| E Fund Management Co., Ltd. | 8,549 | $223.2K | 0.01% | −714−7.7% | Reduced |
| Stonegate Investment Group, LLC | 8,577 | $224.0K | 0.01% | +8,577 | New |
| First Dallas Securities Inc. | 8,584 | $224.0K | 0.12% | +8,584 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,044 | $224.7K | 0.09% | −1,689−14.4% | Reduced |
| Tiemann Investment Advisors, LLC | 8,625 | $225.2K | 0.11% | +8,625 | New |
| Sandy Spring Bank | 8,628 | $225.3K | 0.01% | +5+0.1% | Added |
| StoneX Group Inc. | 8,635 | $225.5K | 0.02% | +8,635 | New |
| Ahl Investment Management, Inc. | 8,669 | $226.3K | 0.19% | −750−8.0% | Reduced |
| Texas Yale Capital Corp. | 8,683 | $226.7K | 0.01% | +8,683 | New |
| Clark Financial Services Group Inc | 8,738 | $228.0K | 0.29% | +8,738 | New |
| Financial Advisors Network, Inc. | 8,781 | $229.3K | 0.05% | +8,781 | New |
| Dumont & Blake Investment Advisors LLC | 8,843 | $231.0K | 0.07% | −1,537−14.8% | Reduced |
| JT Stratford LLC | 8,890 | $232.1K | 0.05% | +8,890 | New |
| Resources Investment Advisors, LLC. | 8,893 | $232.2K | 0.00% | +8,893 | New |
| Mystic Asset Management, Inc. | 8,925 | $233.0K | 0.11% | +8,925 | New |
| Fuller & Thaler Asset Management, Inc. | 8,958 | $233.9K | 0.00% | +1,825+25.6% | Added |
| United Community Bank | 9,040 | $236.0K | 0.10% | +79+0.9% | Added |
| Imprint Wealth LLC | 9,111 | $237.9K | 0.19% | +9,111 | New |
| Atlantic Trust, LLC | 9,150 | $238.9K | 0.07% | −705−7.2% | Reduced |
| Woodstock Corp | 9,154 | $239.0K | 0.03% | −2,157−19.1% | Reduced |
| Annex Advisory Services, LLC | 9,159 | $239.1K | 0.01% | −494−5.1% | Reduced |
| Fortis Capital Advisors, LLC | 9,200 | $240.2K | 0.13% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,215 | $240.6K | 0.09% | −15,667−63.0% | Reduced |
| Avaii Wealth Management, LLC | 9,260 | $241.8K | 0.16% | −2,044−18.1% | Reduced |
| Pitcairn Co | 9,276 | $242.2K | 0.02% | −3,009−24.5% | Reduced |
| Neumann Capital Management, LLC | 9,304 | $242.9K | 0.10% | −1,500−13.9% | Reduced |
| TSFG, LLC | 9,365 | $245.0K | 0.08% | −33−0.4% | Reduced |
| Buckingham Strategic Partners | 9,419 | $245.9K | 0.01% | −3,660−28.0% | Reduced |
| Founders Capital Management, LLC | 9,420 | $246.0K | 0.05% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 9,429 | $246.2K | 0.28% | −2,512−21.0% | Reduced |
| Prentiss Smith & Co Inc | 9,441 | $246.5K | 0.18% | −700−6.9% | Reduced |
| Advisor OS, LLC | 9,496 | $247.9K | 0.03% | +185+2.0% | Added |
| Symmetry Partners, LLC | 9,361 | $249.0K | 0.01% | +9,361 | New |
| Insight Folios Inc | 9,640 | $251.7K | 0.11% | +525+5.8% | Added |
| Wade G W & Inc | 9,646 | $252.0K | 0.01% | −474−4.7% | Reduced |
| Advisors Management Group Inc | 9,870 | $258.0K | 0.07% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 9,906 | $258.6K | 0.01% | −1,020−9.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 10,000 | $261.1K | 0.02% | −5,000−33.3% | Reduced |
| Lynch Asset Management, Inc. | 10,000 | $261.1K | 0.15% | +10,000 | New |
| Axxcess Wealth Management, LLC | 10,000 | $261.1K | 0.01% | +10,000 | New |
| Lynch & Associates | 10,015 | $261.5K | 0.06% | −19,838−66.5% | Reduced |
| Whittier Trust Co | 10,044 | $262.2K | 0.00% | −2,699−21.2% | Reduced |
| Change Path, LLC | 10,124 | $264.0K | 0.02% | +688+7.3% | Added |
| AMG National Trust Bank | 10,125 | $264.4K | 0.01% | +10,125 | New |
| Vident Advisory, LLC | 10,158 | $265.2K | 0.01% | +10,158 | New |
| Lesa Sroufe & Co | 10,189 | $266.0K | 0.27% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,215 | $266.7K | 0.01% | +446+4.6% | Added |
| HBK Sorce Advisory LLC | 10,307 | $269.1K | 0.01% | −129−1.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 10,348 | $270.2K | 0.26% | +10,348 | New |
| Edmp, Inc. | 10,383 | $271.1K | 0.25% | +10,383 | New |
| FreeGulliver LLC | 10,400 | $271.5K | 0.36% | +10,400 | New |
| V-Square Quantitative Management LLC | 10,411 | $271.8K | 0.06% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 10,421 | $272.1K | 0.26% | −315−2.9% | Reduced |
| CAPROCK Group, Inc. | 10,449 | $272.8K | 0.02% | +10,449 | New |
| Global Retirement Partners, LLC | 12,029 | $275.1K | 0.01% | −861−6.7% | Reduced |
| Excalibur Management Corp | 10,548 | $275.4K | 0.13% | −1,417−11.8% | Reduced |
| Abundance Wealth Counselors | 10,621 | $277.0K | 0.07% | −961−8.3% | Reduced |
| Trilogy Capital Inc. | 10,701 | $279.4K | 0.02% | −1,008−8.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,705 | $280.0K | 0.03% | −100−0.9% | Reduced |
| Bath Savings Trust Co | 10,750 | $280.7K | 0.03% | −250−2.3% | Reduced |
| First Horizon Advisors, Inc. | 10,781 | $281.5K | 0.01% | −15,246−58.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,785 | $281.6K | 0.13% | +10,785 | New |
| Schmidt P J Investment Management Inc | 12,357 | $282.4K | 0.06% | −2,709−18.0% | Reduced |
| Telemus Capital, LLC | 10,960 | $286.2K | 0.02% | −1,213−10.0% | Reduced |
| Hummer Financial Advisory Services Inc | 10,960 | $286.2K | 0.26% | −150−1.4% | Reduced |
| Forum Financial Management, LP | 10,986 | $286.8K | 0.01% | −5,240−32.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,008 | $287.4K | 0.03% | +207+1.9% | Added |
| KPP Advisory Services LLC | 11,143 | $290.9K | 0.26% | +11,143 | New |
| Hexagon Capital Partners LLC | 11,212 | $292.7K | 0.07% | +112+1.0% | Added |
| Shilanski & Associates, Inc. | 11,230 | $293.2K | 0.11% | +11,230 | New |
| World Equity Group, Inc. | 11,300 | $295.0K | 0.06% | +908+8.7% | Added |
| Centennial Wealth Advisory LLC | 11,308 | $295.3K | 0.15% | −842−6.9% | Reduced |
| Perpetual Ltd | 11,335 | $296.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 11,341 | $296.1K | 0.12% | −62−0.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,352 | $296.4K | 0.25% | +11,352 | New |
| Exencial Wealth Advisors, LLC | 11,353 | $296.4K | 0.01% | −5,085−30.9% | Reduced |
| Roberts Glore & Co Inc | 11,360 | $296.6K | 0.09% | −5,008−30.6% | Reduced |
| Evercore Wealth Management, LLC | 11,381 | $297.2K | 0.00% | +90+0.8% | Added |
| EP Wealth Advisors, LLC | 11,388 | $297.3K | 0.00% | +11,388 | New |
| Benjamin F. Edwards & Company, Inc. | 11,455 | $299.0K | 0.01% | −20,703−64.4% | Reduced |
| Triumph Capital Management | 11,480 | $299.8K | 0.13% | −3,113−21.3% | Reduced |
| TCW Group Inc | 11,300 | $300.6K | 0.00% | +11,300 | New |
| Parallel Advisors, LLC | 11,558 | $301.8K | 0.01% | +963+9.1% | Added |
| Quad-Cities Investment Group, LLC | 11,884 | $304.6K | 0.19% | −1,630−12.1% | Reduced |
| Perigon Wealth Management, LLC | 11,680 | $305.0K | 0.01% | +852+7.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,707 | $305.7K | 0.00% | −24−0.2% | Reduced |
| Hilltop Holdings Inc. | 11,752 | $306.8K | 0.03% | −2,820−19.4% | Reduced |
| Capital Investment Counsel, Inc | 11,790 | $307.8K | 0.05% | −36,565−75.6% | Reduced |
| Cooper Financial Group | 11,848 | $309.3K | 0.06% | +866+7.9% | Added |
| Pinnacle Financial Partners Inc | 11,866 | $309.8K | 0.01% | +555+4.9% | Added |
| CSS LLC | 11,900 | $310.7K | 0.02% | +6,000+101.7% | Added |
| Ci Investments Inc. | 11,893 | $311.0K | 0.00% | −1,982−14.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,811 | $311.7K | 0.00% | −3,525−20.3% | Reduced |
| Humankind Investments LLC | 11,946 | $311.9K | 0.09% | +2,360+24.6% | Added |
| Private Trust Co NA | 12,012 | $313.6K | 0.04% | +112+0.9% | Added |
| Wedmont Private Capital | 12,249 | $313.9K | 0.03% | +12,249 | New |
| Flynn Zito Capital Management, LLC | 12,029 | $314.1K | 0.21% | −420−3.4% | Reduced |
| Engineers Gate Manager LP | 12,031 | $314.1K | 0.01% | −43,949−78.5% | Reduced |